---
title: "FAQs"
url: "https://help.magicblocks.ai/en/article/agents-faqs"
language: "en"
last_updated: "2026-03-18T08:17:54.854Z"
---

# FAQs

**Q: How do I create my first AI Agent?**  
A: Go to **Agents → Create New Agent** and use the **Quick Agent Setup**. Drop your website URL, choose an Agent type, and click **Create**. You’ll have a working AI Agent in under 2 minutes.

**Q: Can I change my Agent’s persona later?**  
A: Yes. Go to **General → Persona** to adjust voice, tone, and brand style anytime. Changes are live after you click **Publish**.

**Q: My Agent isn’t responding properly — what’s wrong?**  
A: Usually, this happens when **Knowledge** or **Journeys** aren’t published. Check:

Knowledge base status → ensure it’s connected.

Journey blocks → confirm “Jobs to Do” exist.

Guardrails → verify no restrictive rules block responses.

## Knowledge & Brain

**Q: How do I add knowledge from my website?**  
A: Navigate to **Brain → Add Knowledge → Website**. Paste your URL or sitemap, enable **Q&A Detection**, and let [MagicBlocks](https://magicblocks.ai/hc) auto-generate your knowledge base.

**Q: Can I upload multiple PDFs or files at once?**  
A: Yes. Use the **Bulk Upload** option in your Knowledge Collection. The system accepts `.pdf`, `.txt`, `.docx`, `.csv`, and `.xlsx` files (max 10MB per file).

**Q: Why is my Agent giving generic answers?**  
A: Check that your **Priority Knowledge** and **Sales Playbook** are both applied. These control the depth and persuasion quality of your responses.

## Journey & Actions

**Q: What’s a Journey block?**  
A: Each **Journey** represents one stage of your AI’s conversation (e.g., Hook, Pitch, Handover). You can add multiple blocks to control flow and tone.

**Q: How do I make my Agent collect Key Facts automatically?**  
A: Enable **Global Listening** in **Best Practices → Global Listening of Key Facts.** This lets your Agent capture data (like name, email) naturally throughout the chat.

**Q: My Actions aren’t triggering (like sending webhooks or emails). Why?**  
A: Go to **Journey → Actions** and ensure:

-   Conditions are properly set (e.g., “All Key Facts found”).
-   The Action is active (toggle ON).
-   The webhook or integration credentials are valid.

## Testing & Optimization

**Q: How do I test my AI Agent before going live?**  
A: Click **Test Agent** (top-right in your workspace).  
Chat with your AI as if you were a visitor — this helps reveal knowledge gaps, tone issues, or missed CTAs.

**Q: What is the “robot head icon” for?**  
A: It’s your built-in **troubleshooting assistant**. Use it to:

-   Review conversation logic
-   See which Journey block was triggered
-   Identify missing Key Facts or rule conflicts

**Q: My Agent sounds robotic — how do I fix that?**  
A: Refine your **Persona tone**, add **emotional drivers** to your **Sales Playbook**, and use **human-like transitions** (e.g. “Got it!” or “That’s a great question.”).

## **Technical & Integration**

**Q: Can I connect my Agent to a CRM like HubSpot or GoHighLevel?**  
A: Yes. Go to **Contact Transfer** or **Actions → Integrations**. You can connect via direct CRM APIs or Zapier webhooks.

**Q: What channels can my Agent run on?**  
A: [MagicBlocks](https://magicblocks.ai/hc) Agents currently support:

Web chat widgets

SMS via Twilio

Upcoming: WhatsApp, Meta Messenger, and Email channels.

**Q: How do I embed my Agent on my website?**  
A: Go to **Go Live → Embed Agent** and choose:

Floating Widget (bottom-right bubble)

Sidebar Takeover (full chat window)  
You can also install via Google Tag Manager.

## Best Practices

✅ Always publish changes after editing Persona, Knowledge, or Journey.  
✅ Keep your Knowledge concise and your Playbook emotional.  
✅ Test before launching major updates.  
✅ Use global Key Facts for consistency across Journeys.  
✅ Monitor Sessions weekly to catch real user patterns.